M&A Deals
Margetts Wealth stays independent with management buy-in
The aim is to go for 20% growth over the next twelve months
Succession Wealth acquires £1.1bn AUA True Wealth Group
The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024
WBR Group expands in SSAS sector with acquisition of Brunel Trustees
The deal adds 200 SSAS schemes to WBR Group and £300 million of assets under administration
Advanta adds £800m AUM with acquisition of City Financial Planning
This is Advanta’s second acquisition in 2024 and the ninth in total
TEAM gets new Liechtenstein-based strategic shareholder
Salus Alpha is a collective wealth management company based in Liechtenstein and Luxembourg